13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001700574
申报总市值
US$443.8亿
US$443.8亿
695 檔
5.3%
Holocene Advisors, LP 在 Q3 2024 季度的美股仓位总计估值为 US$443.8亿，分散于 695 个持仓标的之中，反映其市场参与广度与投资规模。
Holocene Advisors, LP 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 49 个全新仓位及加仓 54 档持股的同时，亦同步清仓 50 档并减仓 47 档标的。
在资产配置集中度方面，Holocene Advisors, LP 的前 5 大核心持股（包含 ADSK, IBM, MSFT 等）合计占整体申报市值的 5.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
IBM
市值: US$5.7亿
本季最大获利了结 / 清仓标的
AMZN
前期市值: US$7.5亿
仅显示前 200 大持股（共 695 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ADSK | Autodesk Inc | 股票-科技 | 2.41% | — | +89.89% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 2.32% | — | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | +2.60% | +1154.27% | |
| 4 | INTU | Intuit Inc | 股票-科技 | 1.57% | — | +99.63% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.57% | +0.06% | +257.12% | |
| 6 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.35% | -0.26% | -1.06% | |
| 7 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.30% | -0.05% | EXIT | |
| 8 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 1.27% | -0.23% | -22.88% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.26% | -0.67% | EXIT | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | -0.07% | -60.42% | |
| 11 | MUSA | Murphy USA Inc | 股票-周期性消费 | 1.18% | — | -0.89% | |
| 12 | STLD | Steel Dynamics Inc | 股票-原材料 | 1.17% | -0.14% | +85.81% | |
| 13 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.17% | +0.21% | +12.32% | |
| 14 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 1.16% | +0.08% | +22.77% | |
| 15 | KO | The Coca-Cola Company | 股票-非周期性消费 | 1.08% | — | -19.59% | |
| 16 | GEV | GE Vernova Inc | 股票-工业 | 1.07% | -0.87% | +21.43% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.07% | -0.92% | +214.67% | |
| 18 | PH | Parker Hannifin CORP | 股票-工业 | 1.01% | +0.16% | -16.43% | |
| 19 | FBIN | Fortune Brands Innovations I | 股票-工业 | 1.01% | +0.01% | -8.21% | |
| 20 | SHEL | Shell Plc-adr | 股票-能源 | 1.00% | +0.46% | NEW | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 1.00% | +0.18% | +98.40% | |
| 22 | ADI | Analog Devices Inc | 股票-科技 | 0.99% | -0.53% | EXIT | |
| 23 | PFGC | Performance Food Group Co | 股票-非周期性消费 | 0.95% | +0.35% | +31.98% | |
| 24 | MMM | 3m Co | 股票-工业 | 0.95% | +0.84% | -35.46% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | +0.01% | NEW | |
| 26 | COP | Conocophillips | 股票-能源 | 0.90% | -0.18% | EXIT | |
| 27 | WDC | Western Digital CORP | 股票-科技 | 0.88% | -0.39% | +25.65% | |
| 28 | MAS | Masco CORP | 股票-工业 | 0.86% | +0.02% | -32.78% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.84% | +0.19% | NEW | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.83% | -0.53% | EXIT | |
| 31 | TYL | Tyler Technologies Inc | 股票-科技 | 0.82% | -0.04% | -50.53% | |
| 32 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.80% | — | -13.47% | |
| 33 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.80% | — | +177.59% | |
| 34 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.76% | +0.23% | NEW | |
| 35 | AIG | American International Group | 股票-金融 | 0.76% | +0.01% | +23.54% | |
| 36 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.75% | +0.50% | -1.89% | |
| 37 | URI | United Rentals Inc | 股票-工业 | 0.71% | +0.46% | -16.78% | |
| 38 | CDW | Cdw Corp/de | 股票-科技 | 0.70% | -0.02% | EXIT | |
| 39 | HUBS | Hubspot Inc | 股票-科技 | 0.69% | — | +17.55% | |
| 40 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.67% | -0.12% | +14.71% | |
| 41 | CLX | Clorox Company | 股票-非周期性消费 | 0.66% | — | -18.97% | |
| 42 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.66% | — | +10.25% | |
| 43 | POST | Post Holdings Inc | 股票-非周期性消费 | 0.66% | -0.17% | +21.03% | |
| 44 | FANG | Diamondback Energy Inc | 股票-能源 | 0.65% | -0.25% | EXIT | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.65% | -0.24% | EXIT | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.65% | — | — | |
| 47 | COR | Cencora Inc | 股票-医疗保健 | 0.63% | -0.64% | EXIT | |
| 48 | BURL | Burlington Stores Inc | 股票-周期性消费 | 0.63% | — | -7.72% | |
| 49 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.60% | — | — | |
| 50 | SPGI | S&p Global Inc | 股票-金融 | 0.58% | -0.35% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +2.3% | NEW | 新建仓 |
| 2 | MSFT | Microsoft CORP | +1.5% | +1154.27% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +1.3% | NEW | 新建仓 |
| 4 | ADSK | Autodesk Inc | +1.2% | +89.89% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +1.1% | +257.12% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.9% | NEW | 新建仓 |
| 7 | ACN | Accenture plc | +0.8% | NEW | 新建仓 |
| 8 | ADI | Analog Devices Inc | +0.8% | +336.40% | 加仓 |
| 9 | MA | Mastercard Inc - A | +0.8% | +214.67% | 加仓 |
| 10 | INTU | Intuit Inc | +0.7% | +99.63% | 加仓 |
| 11 | KVUE | Kenvue Inc | +0.7% | +75.53% | 加仓 |
| 12 | CDW | Cdw Corp/de | +0.7% | NEW | 新建仓 |
| 13 | ADP | Automatic Data Processing | +0.7% | NEW | 新建仓 |
| 14 | MDLZ | Mondelez International Inc-a | +0.7% | NEW | 新建仓 |
| 15 | TSLA | Tesla Inc | +0.6% | +98.40% | 加仓 |
| 16 | NKE | Nike Inc -cl B | +0.6% | NEW | 新建仓 |
| 17 | ALGN | Align Technology Inc | +0.6% | NEW | 新建仓 |
| 18 | ULTA | Ulta Beauty Inc | +0.5% | +3246.17% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.5% | NEW | 新建仓 |
| 20 | ROKU | Roku Inc | +0.5% | NEW | 新建仓 |
| 21 | RDDT | Reddit Inc-cl A | +0.5% | +177.59% | 加仓 |
| 22 | DT | Dynatrace Inc | +0.5% | NEW | 新建仓 |
| 23 | STLD | Steel Dynamics Inc | +0.5% | +85.81% | 加仓 |
| 24 | NSC | Norfolk Southern CORP | +0.5% | NEW | 新建仓 |
| 25 | MRVL | Marvell Technology Inc | +0.5% | NEW | 新建仓 |
| 26 | DDOG | Datadog Inc - Class A | +0.5% | +205.18% | 加仓 |
| 27 | LEN | Lennar Corp-a | +0.5% | NEW | 新建仓 |
| 28 | GEV | GE Vernova Inc | +0.5% | +21.43% | 加仓 |
| 29 | ZTS | Zoetis Inc | +0.5% | NEW | 新建仓 |
| 30 | CHD | Church & Dwight Co Inc | +0.4% | NEW | 新建仓 |
| 31 | EQT | Eqt CORP | +0.4% | NEW | 新建仓 |
| 32 | DHI | Dr Horton Inc | +0.4% | +12.32% | 加仓 |
| 33 | HCA | Hca Healthcare Inc | +0.4% | +210.58% | 加仓 |
| 34 | TER | Teradyne Inc | +0.4% | NEW | 新建仓 |
| 35 | KBH | Kb Home | +0.4% | NEW | 新建仓 |
| 36 | QSR | Restaurant Brands Intern | +0.4% | NEW | 新建仓 |
| 37 | PFGC | Performance Food Group Co | +0.3% | +31.98% | 加仓 |
| 38 | GERN | Geron CORP | +0.3% | NEW | 新建仓 |
| 39 | VALE | Vale Sa-sp Adr | +0.3% | NEW | 新建仓 |
| 40 | PM | Philip Morris International | +0.3% | NEW | 新建仓 |
| 41 | BUD | Anheuser-busch Inbev-spn Adr | +0.3% | +22.77% | 加仓 |
| 42 | HES | Hess CORP | +0.3% | NEW | 新建仓 |
| 43 | MNST | Monster Beverage CORP | +0.3% | NEW | 新建仓 |
| 44 | WYNN | Wynn Resorts LTD | +0.3% | +27868.49% | 加仓 |
| 45 | FLUT | Flutter Entertainment plc | +0.3% | +143.48% | 加仓 |
| 46 | DKS | Dick's Sporting Goods Inc | +0.3% | NEW | 新建仓 |
| 47 | BRBR | Bellring Brands Inc | +0.3% | NEW | 新建仓 |
| 48 | TECK | Teck Resources Ltd-cls B | +0.3% | +152.74% | 加仓 |
| 49 | W | Wayfair Inc- Class A | +0.3% | +5699.85% | 加仓 |
| 50 | CAG | Conagra Brands Inc | +0.3% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Holocene Advisors, LP 在 Q3 2024 季度的美股持仓总市值约为 US$443.8亿，共申报了 695 个公开持股仓位。
在 Q3 2024 季度，Holocene Advisors, LP 按市值排列的前三大核心持股分别为：ADSK (2.4%)、IBM (2.3%)、MSFT (1.6%)。其中最大持股仓位 ADSK 占据整体投资组合约 2.4% 的权重。
在 Q3 2024 季度中，Holocene Advisors, LP 共进行了 200 项持仓异动，包含新建仓 49 个仓位、加仓 54 个仓位、减仓 47 个仓位以及清仓 50 个仓位。 其中最大新建仓标的为 IBM。 本季清仓仓位包含 AMZN。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。